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SS&C Technologies dezvoltă tehnologii și servicii pentru organizații din domeniul serviciilor financiare și al asistenței medicale. Oferta sa sprijină gestionarea activelor, serviciile bancare, asistența medicală, asigurările, gestionarea patrimoniului, administrarea fondurilor speculative, administrarea fondurilor de investiții private și operațiunile de transfer ale fondurilor mutuale. Compania combină software-ul proprietar cu expertiza de specialitate pentru a ajuta clienții să gestioneze procese operaționale complexe în domeniile consultanței, asigurărilor, logisticii și piețelor conexe. Fondată în 1986, SS&C Technologies este o organizație globală de mari dimensiuni, cu peste 10.000 de angajați.
Associate Investment Operations Analyst (Hybrid)
Support investment operations for SS&C Technologies through reconciliations, trade lifecycle monitoring, and client service. This hybrid role supports institutional and insurance portfolios across multiple asset classes.
Descriere
- Support daily operations for institutional and insurance investment portfolios across equities, fixed income, derivatives, mortgage-backed securities, bank loans, repos, and private investments
- Reconcile cash, positions, transactions, and market values across client records, custodians, prime brokers, and counterparties
- Research discrepancies, resolve reconciliation breaks, and coordinate with internal and external stakeholders
- Monitor trade capture, confirmation, settlement, and exception-management activities
- Track and process corporate actions and associated operational tasks
- Monitor failed trades and coordinate with counterparties and custodians to support timely settlement
- Process wires, settlements, collateral movements, and other cash-related transactions
- Maintain client relationships and respond to operational inquiries
- Support client onboarding, account setup, and process implementation activities
- Collaborate with Accounting, Data Management, Technology, Product, and Client Service teams
- Identify opportunities to improve operational efficiency, automation, and controls
- Contribute to special projects, process improvements, testing initiatives, and ad hoc requests
- Document procedures and help strengthen team workflows and operational controls
Cerințe
- Bachelor’s degree in finance, accounting, economics, business, mathematics, or a related discipline
- Internship, co-op, or relevant experience in financial services, operations, accounting, or client service is preferred but not required
- Strong analytical ability and practical problem-solving skills
- Careful attention to detail with a consistent focus on accuracy
- Ability to manage competing priorities and meet deadlines in a fast-paced setting
- Clear and effective written and verbal communication
- Strong interpersonal skills and the ability to collaborate effectively
- Proficiency with Microsoft Office, especially Excel
- Willingness to learn financial products, investment operations, and capital markets
- Knowledge of financial markets, investments, or investment operations gained through coursework, internships, or prior experience
- Experience handling large datasets and completing reconciliations
- Curiosity, initiative, and an interest in continuous improvement
- Ability to take ownership of work and operate independently when necessary
- Interest in building a long-term career in investment operations, accounting, or financial services
Beneficii
- Medical, dental, and vision insurance coverage
- 401(k) plan with employer matching
- Paid time off
- Paid holidays
- Parental leave
- Opportunity to receive professional development reimbursement
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